Is this the best AI play in Canada ?
About Brookfield Infrastructure Corporation (NYSE: BIPC)
Brookfield Infrastructure Corporation (BIPC) is best known for its ownership and operation of critical infrastructure assets across the globe. The company specializes in utilities, transport, energy, and data infrastructure, all of which play a crucial role in supporting various industries—including the rapidly growing artificial intelligence (AI) sector.
While AI exposure is commonly associated with tech giants like NVIDIA and AMD, Brookfield is quietly emerging as an essential player in the AI revolution by providing the infrastructure needed to sustain the growing demand for AI-powered applications.
BIPC operates in key segments that align with AI’s infrastructure needs:
- Data Centers – AI applications require vast amounts of storage and computing power, making data centers a core component of AI’s expansion.
- Energy Infrastructure – AI models consume enormous amounts of power, necessitating robust energy infrastructure to meet demand.
- Cloud Connectivity – As cloud computing and AI integration grow, Brookfield’s network infrastructure is essential in keeping operations seamless.
With a focus on strategic asset acquisitions and infrastructure expansion, Brookfield is positioning itself as a critical enabler of AI-driven technologies worldwide.
Brookfield’s AI Exposure: More Than Just a Passive Investment
Brookfield Infrastructure Corporation is not just a passive player in AI but an indirect AI powerhouse through its investments in critical infrastructure.
1. Data Center Expansion
Brookfield has been expanding its data center assets to meet the skyrocketing demand for AI processing. As AI technology evolves, data centers are becoming the backbone of AI operations, hosting and processing massive datasets that train AI models.
With the rapid adoption of AI applications—ranging from generative AI to machine learning-driven analytics—the need for high-performance computing facilities is only growing. Brookfield’s global network of data centers positions the company to benefit from AI’s exponential growth while ensuring stable and recurring revenue streams.
2. Powering AI with Energy Infrastructure
A less-discussed but equally important aspect of AI is its high energy consumption. AI workloads, particularly training large language models (LLMs), can consume more power than entire small cities. Brookfield is uniquely positioned to support AI growth by providing the energy infrastructure necessary to sustain these operations.
The company’s investments in renewable power, energy grids, and transmission networks make it an attractive AI infrastructure play. By ensuring that AI operations remain powered and scalable, Brookfield becomes an essential enabler of AI-driven enterprises.
3. AI’s Rising Demand for Network Infrastructure
Cloud computing, which fuels AI applications, depends on high-speed, low-latency network infrastructure. Brookfield’s investments in network assets—such as fiber-optic networks and intermodal data transfer solutions—place it at the center of AI’s growing reliance on cloud computing and edge processing.
As AI continues integrating into industries like finance, healthcare, and logistics, Brookfield’s role in supporting these digital transformations grows stronger.
Stock Performance Analysis: BIPC’s AI-Driven Growth Potential
Brookfield Infrastructure Corporation’s strong fundamentals and strategic investments in AI-enabling infrastructure have positioned the company for long-term success.
Key Stock Performance Highlights:
- AI Exposure Is Driving Institutional Interest – Brookfield’s expanding data center operations and energy infrastructure are drawing attention from institutional investors looking for stable AI plays outside traditional tech stocks.
- Stable Dividend Yield & Recurring Revenue Streams – Unlike many high-growth AI companies, Brookfield offers consistent cash flows and dividend payouts, making it attractive to both income and growth investors.
- Resilience in Market Cycles – While many AI-related stocks have experienced volatility, Brookfield’s diversified infrastructure assets help mitigate risks while capitalizing on AI growth.
- Long-Term Growth Catalysts – With AI adoption increasing, demand for data centers, cloud computing infrastructure, and energy solutions will drive continued revenue expansion.
| Code | Name | GicSector | Beta | 52WeekHigh | 52WeekLow | 50DayMA | 200DayMA | SharesShort | SharesShortPriorMonth | ShortRatio | ShortPercent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIPC | Brookfield Infrastructure Corp | Utilities | 1.448 | 63.52 | 38.79 | 57.09 | 55.45 | 643,855 | 751,351 | 4.72 | 0.0154 |
Research and Peer Comparison: AI-Linked Infrastructure Leaders
Peer Comparison Table
| Code | Name | GicSector | MarketCap | Beta | 52WeekHigh | 52WeekLow | 50DayMA | 200DayMA | SharesShort | ShortRatio | ShortPercent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIPC | Brookfield Infrastructure Corp | Industrials | 19.42B | 1.21 | 52.74 | 34.62 | 47.25 | 42.90 | 3,762,149 | 2.81 | 0.0041 |
| EQIX | Equinix Inc. | REIT – Specialty | 85.30B | 0.82 | 903.85 | 689.15 | 840.74 | 790.35 | 1,760,839 | 4.12 | 0.0116 |
| DLR | Digital Realty Trust Inc | REIT – Data Centers | 43.67B | 0.91 | 164.89 | 119.48 | 151.29 | 138.67 | 3,209,879 | 3.98 | 0.0124 |
| CCI | Crown Castle Inc | REIT – Communications | 45.02B | 0.95 | 140.12 | 97.75 | 127.83 | 115.32 | 2,859,002 | 5.23 | 0.0103 |
📌 This table highlights key players in AI-related infrastructure, comparing Brookfield’s valuation with data center and network infrastructure REITs. Brookfield’s AI exposure is growing but still presents an opportunity relative to established players like Equinix and Digital Realty.
Valuation Metrics: AI-Driven Infrastructure Growth
| Valuation Metrics | Brookfield Infrastructure Corp (BIPC) | Equinix Inc (EQIX) |
|---|---|---|
| Market Cap | $19.42B | $85.30B |
| Enterprise Value | $27.88B | $92.40B |
| Trailing P/E | 16.47 | 52.92 |
| Forward P/E | 14.29 | 48.37 |
| Price/Sales | 3.02 | 6.55 |
| Enterprise Value/Revenue | 5.88 | 10.22 |
| Enterprise Value/EBITDA | 13.33 | 20.14 |
📌 Brookfield Infrastructure offers a more attractive valuation compared to AI-focused REITs, with a lower P/E and EV/EBITDA ratio. This suggests strong upside potential as AI infrastructure demand increases.
The DeepSeek Factor: AI’s Next Disruption and Its Impact on Brookfield
🚀 Recent developments in the AI industry, particularly the rise of DeepSeek, have the potential to disrupt AI infrastructure demand. DeepSeek’s AI model, developed at a fraction of the cost of leading models, is challenging the AI market dynamics.
🔎 Potential impact on Brookfield Infrastructure:
- Increased demand for data centers – More efficient AI models could lead to an explosion of AI startups requiring scalable infrastructure.
- Higher energy consumption – AI’s efficiency gains may be offset by wider AI adoption, increasing power demands for AI clusters.
- Cloud AI acceleration – Companies will rely more on cloud-based AI processing, increasing demand for Brookfield’s network and energy solutions.
📖 Read more about DeepSeek’s potential disruption here:
- Does DeepSeek spell doomsday for Nvidia and other AI stocks?
- Intel’s former CEO on how DeepSeek will change AI infrastructure
Final Thoughts: Brookfield’s Hidden AI Potential
While Brookfield Infrastructure Corporation isn’t a pure-play AI stock, its strategic investments in data centers, energy infrastructure, and network assets make it one of Canada’s most attractive AI exposure plays.
For investors looking to diversify their AI portfolio beyond traditional tech stocks, Brookfield Infrastructure offers a high-growth, lower-risk AI infrastructure opportunity.
🔥 As AI continues to scale, so will Brookfield.